How do I manage Business Partners (BP) and Business Partners (BP) Groups on Posibolt?
How do I manage Business Partners (BP) on Posibolt?
A business Partner is an organization, group of organizations, person, or group of persons in which a company has a business interest. A company would use a partner for a variety of business transactions like order processing and creating sales and purchase orders.
- Log in to Posibolt and navigate to the top left of the screen to an arrow that takes you to the Main Menu when you click it.
- When the Main Menu appears, select Administration on the right side of the screen and then navigate the sub-menus to locate Masters and click Business Partners under the Masters menu.
- Enter your search parameters (name) and filters to search. A list of all Business partners will appear
- For each partner on the right side of the list there will be 3 icons that show a page with a magnifying glass (to view the partner), a notepad with a pen (to edit), and a profile icon with an "X' (Deactivate)
How do I add and manage Business Partners (BP) Groups on Posibolt?
A business Partner group is a group of organizations that serve a specific purpose (vendor) and people. A company would use a partner for a variety of business transactions like order processing and creating sales and purchase orders.
- Log in to Posibolt and navigate to the top left of the screen to an arrow that takes you to the Main Menu when you click it.
- When the Main Menu appears, select Administration on the right side of the screen and then navigate the sub-menus to locate Masters and click Business Partners Group under the Masters menu.
- Enter your search parameters (name) and filters to search. A list of all Business partner groups will appear.
- You can select one of the BPartner groups and edit them by clicking the notepad with a pencil, and you can add a new one by clicking the "+" icon on the top right of the screen.
- When you add a new BP Group you will be required to enter in information that is required as well as the category where this BP group would fall under
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